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iShares Core S&P 500 ETF

3,993 hedge funds and large institutions have $552B invested in iShares Core S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,778 increasing their positions, 1,525 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

17% more repeat investments, than reductions

Existing positions increased: 1,778 | Existing positions reduced: 1,525

0% less funds holding

Funds holding: 4,0103,993 (-17)

1.91% less ownership

Funds ownership: 78.97%77.07% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2791,248 (-31)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.7B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,993
Holders Change
-17
Holders Change %
-0.42%
% of All Funds
48.86%
Holding in Top 10
1,248
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-2.42%
% of All Funds
15.27%
New
169
Increased
1,778
Reduced
1,525
Closed
125
Calls
$1.88B
Puts
$2.2B
Net Calls
-$313M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
3976
Entrust Financial
Pennsylvania
$21.6K
SC
3977
Sawyer & Company
Massachusetts
$20.9K
DSC
3978
Daytona Street Capital
Missouri
$19.8K
EWP
3979
Elevation Wealth Partners
California
$19.6K -$21.9K -32 -52%
W
3980
WealthCollab
Washington
$15.7K
DFC
3981
DB Fitzpatrick & Co
Idaho
$15.7K
MCA
3982
McGuire Capital Advisors
Oklahoma
$15K
LAMC
3983
Longview Asset Management (California)
California
$14.4K
OCM
3984
Osbon Capital Management
Massachusetts
$14.4K
AAG
3985
Accordant Advisory Group
Maryland
$14.4K +$15K +22 New
API
3986
Asset Planning Inc
California
$14.3K
IAAG
3987
Innovative Asset Advisors Group
Connecticut
$12.4K +$13K +19 New
IW
3988
Imprint Wealth
South Carolina
$10.5K
NWS
3989
Nvest Wealth Strategies
Ohio
$9.14K
WAG
3990
Wilkerson Advisory Group
Missouri
$9.14K +$9.56K +14 New
WPWM
3991
Western Pacific Wealth Management
Illinois
$8.82K +$683 +1 +8%
FMTCOCP
3992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$277K -405 -98%
VFM
3993
Vision Financial Markets
Connecticut
$6.63K
WFA
3994
West Financial Advisors
Iowa
$6.53K
KWM
3995
Kiker Wealth Management
Georgia
$5.23K +$5.46K +8 New
SAS
3996
Spurstone Advisory Services
Connecticut
$3.92K
LA
3997
LM Advisors
California
$2.74K -$59.4K -87 -5%
BCWM
3998
Ball & Co Wealth Management
Tennessee
$2K
DRP
3999
Decker Retirement Planning
Utah
$1.32K -$27.3K -40 -95%
CCC
4000
Chelsea Counsel Company
California
$654

IVV Hedge Fund Activity: Q1 2026 in Review

3,993 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2026, worth a combined $552B — down 5.9% from $587B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new IVV positions and 125 closed out — a net gain of 44 holders — while 1,778 added to existing stakes and 1,525 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.51B. The largest seller was Corient Private Wealth, cutting an estimated $11.6B.

  • 3,993 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,010 in Q4 2025.
  • Funds reported $552B of iShares Core S&P 500 ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 169 funds opened new iShares Core S&P 500 ETF positions in Q1 2026 and 125 closed out, a net change of +44 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $8.51B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2026 was Corient Private Wealth, an estimated $11.6B sold.

Based on aggregated 13F filings for Q1 2026.